What’s Next for Copper
The electrification of everything is proceeding on schedule. Copper is in demand as the electrical grid gets upgraded to deliver power ot vehicle charging stations and the buildout of data…
The S&P has made no progress over the past six months, and Warren Buffett is stepping down.
The S&P 500 total return, including dividends, is essentially unchanged since November 4th, 2024, the day before the presidential election. Given the attention given to market volatility in those six…
Growth at a Reasonable Price? Amazon.
Let's keep this quick. Amazon reports after the close, the stock is essentially where it was four years ago. It's growing faster than Walmart but is trading at about five…
Office Hours
In this week's episode of Office Hours, Mike & I talk about Trump & the Fed, valuation, tariffs, Meta and Netflix. This article is for registered members - please login…
Options Expiration
Time flies when you are having fun, and sometimes it flies when you are not paying attention. But here we are, and it is the week of options expiration. The…
Procure an engineering, procurement and construction company.
Optimism in equity investing can pay off, but it’s not a straightforward yes-or-no proposition. Historically, markets trend upward over the long term—global equities have provided approximately 7-8% annualized real returns…
Office Hours
On Friday's March 11 Office Hours, Mike & Mark discuss inflation, interest rates, Zero DTE options, and more. This article is for registered members - please login or click here…
Office Hours
In this edition of Office Hours, Mike & I discuss the recent market meltdown, tariffs, onshoring, volatility, and how one might trade the turmoil. Interestingly, Mike noted that the price…
Novo Dordisk: NVO
The weight loss drug companies were all the rage until they did not. This situation caught investors by surprise as the obesity problem is so large (pun intended) that one…